Integrated Wealth Concepts LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1737109
WALTHAM, MA
All Filings in HEGD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,178,105 | 44,190 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $518,576 | 20,995 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $365,292 | 14,490 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $354,686 | 14,233 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $313,584 | 13,344 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $292,233 | 13,344 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $291,849 | 13,029 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||